Mustard Seed Wealth Management
About this Advisor
James Ashby is a certified financial planner working out of Magnolia, Arkansas, who has been in the industry for 28 years. Ashby is on the advisory team at Mustard Seed Wealth Management. Throughout their career, Ashby has worked at J. David Ashby, Sole Proprietor and Southern Ark University. Ashby has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Arkansas, Louisiana and Texas. Mustard Seed Wealth Management is an advisory firm that has its headquarters in Magnolia, Arkansas. The company has offices in four locations and a total of 10 people on staff. It handles $264 million in total assets among its 1,218 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to 29 charities and foundations. Of its 1,218 client accounts, 16% are associated with high-net-worth investors who have at least $1 million in assets. Mustard Seed Wealth Management has a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules typically vary depending on which services are offered. However, fees billed by Mustard Seed Wealth Management can consist of asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Mustard Seed Wealth Management Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
James Ashby Work History
James has 28 years of experience.
J. David Ashby, Sole Proprietor
Southern Ark University
James Ashby has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Mustard Seed Wealth Management
El Dorado, AR
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.